Garrett Williamson
Turn high income into generational wealth | Advisor to Medical Sales, Real Estate, and Business Owners | CFP®, CEPA | Peachtree Planning | Foundation Bookkeepers.
- Role
- Financial Professional at Peachtree Planning
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Garrett Williamson
Most business owners and high-income earners don\'t have a money problem — they have a…
Experience
Financial Professional
Jan 2020 — Present · Nashville, TN, US
I help business owners and high-income professionals build clarity and control in their financial lives — connecting cash flow, investments, protection, and long-term goals under one coordinated plan.For professionals:We organize your finances, create a strategy for saving and investing, reduce tax exposure, manage debt efficiently, and design a retirement income plan that supports the lifestyle you’re building.For business owners:We focus on maximizing company value and personal wealth through:• 401(k) and executive benefit plan design• Buy/sell and key-person insurance funding• Business valuation and exit strategy planning• Tax and cash flow optimizationHow I work:My process combines detailed analysis with practical action — helping you make confident decisions and spend less time worrying about money. Through my collaboration with Foundation Bookkeepers, clients can also bring their business financials and personal wealth planning into one clear, organized system.
Education
Normandale Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
2008 — 2011
Augsburg University
Finance and Business Management
2011 — 2014
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.